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Capital Advisors Ltd’s HCI Group HCI Stock Holding History

Capital Advisors Ltd’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Hold
3
– – ﹤0.01% 1237
2026
Q1 		$0 Hold
3
– – ﹤0.01% 1467
2025
Q4 		$1K Hold
3
– – ﹤0.01% 1204
2025
Q3 		$1K Hold
3
– – ﹤0.01% 1203
2025
Q2 		$0 Hold
3
– – ﹤0.01% 1462
2025
Q1 		$0 Hold
3
– – ﹤0.01% 1441
2024
Q4 		$0 Hold
3
– – ﹤0.01% 1465
2024
Q3 		$0 Hold
3
– – ﹤0.01% 1484
2024
Q2 		$0 Hold
3
– – ﹤0.01% 1498
2024
Q1 		$0 Hold
3
– – ﹤0.01% 1439
2023
Q4 		$0 Hold
3
– – ﹤0.01% 1372
2023
Q3 		$0 Hold
3
– – ﹤0.01% 1360
2023
Q2 		$0 Hold
3
– – ﹤0.01% 1397
2023
Q1 		$0 Hold
3
– – ﹤0.01% 1347
2022
Q4 		$0 Buy
+3
New +$110 ﹤0.01% 1384

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital Advisors Ltd's HCI Position: Q2 2026 in Review

Capital Advisors Ltd held its HCI Group (HCI) position steady in Q2 2026 at 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Capital Advisors Ltd first reported a position in HCI in Q4 2022 and has held it in 15 quarters since. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • Capital Advisors Ltd held 3 shares of HCI Group worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its HCI Group share count unchanged in Q2 2026.
  • HCI Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1237 holding.
  • Capital Advisors Ltd first reported a position in HCI Group in Q4 2022 and has held it in 15 quarters since.
  • 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.